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Larson Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Larson Financial Group’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115K Buy
766
+62
+9% +$10K ﹤0.01% 1111
2026
Q1 		$122K Buy
704
+71
+11% +$10.7K ﹤0.01% 911
2025
Q4 		$79.7K Buy
633
+2
+0.3% +$251 ﹤0.01% 1017
2025
Q3 		$79.4K Sell
631
-5
-0.8% -$615 ﹤0.01% 982
2025
Q2 		$75.8K Sell
636
-41
-6% -$4.77K ﹤0.01% 930
2025
Q1 		$87.8K Buy
677
+108
+19% +$13.6K ﹤0.01% 833
2024
Q4 		$69K Sell
569
-11
-2% -$1.4K ﹤0.01% 806
2024
Q3 		$71K Buy
580
+2
+0.3% +$250 ﹤0.01% 809
2024
Q2 		$73.8K Hold
578
– – 0.01% 722
2024
Q1 		$76.2K Sell
578
-67
-10% -$8.03K 0.01% 598
2023
Q4 		$75.6K Buy
645
+4
+0.6% +$479 0.01% 544
2023
Q3 		$81.2K Sell
641
-30
-4% -$3.67K 0.01% 496
2023
Q2 		$75.7K Buy
671
+14
+2% +$1.58K 0.01% 466
2023
Q1 		$75K Buy
657
+2
+0.3% +$237 0.01% 470
2022
Q4 		$79.4K Sell
655
-293
-31% -$35.7K 0.01% 436
2022
Q3 		$96K Sell
948
-199
-17% -$21.2K 0.01% 364
2022
Q2 		$114K Buy
1,147
+6
+0.5% +$671 0.02% 245
2022
Q1 		$122K Buy
1,141
+58
+5% +$5.58K 0.02% 251
2021
Q4 		$84K Sell
1,083
-16
-1% -$1.27K 0.01% 299
2021
Q3 		$81K Sell
1,099
-288
-21% -$20.1K 0.02% 233
2021
Q2 		$105K Sell
1,387
-341
-20% -$24.7K 0.02% 183
2021
Q1 		$118K Buy
1,728
+1,433
+486% +$91.6K 0.03% 159
2020
Q4 		$15K Sell
295
-12
-4% -$561 0.01% 428
2020
Q3 		$12K Sell
307
-7
-2% -$333 ﹤0.01% 415
2020
Q2 		$16K Buy
+314
New +$15.5K 0.01% 315
2020
Q1 		– Sell
-111
Closed -$9K – 657
2019
Q4 		$9K Sell
111
-70
-39% -$5.45K 0.01% 315
2019
Q3 		$14K Buy
+181
New +$14.5K 0.01% 265

Other funds holding VDE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larson Financial Group's VDE Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Energy ETF (VDE) stake by 8.8% in Q2 2026, buying an estimated $10K and bringing the position to 766 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Larson Financial Group first reported a position in VDE in Q3 2019 and has held it in 27 quarters since. The position peaked at $122K in Q1 2022. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

  • Larson Financial Group held 766 shares of Vanguard Energy ETF worth $115K as of Q2 2026.
  • Larson Financial Group bought 62 Vanguard Energy ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Energy ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1111 holding.
  • Larson Financial Group first reported a position in Vanguard Energy ETF in Q3 2019 and has held it in 27 quarters since.
  • Larson Financial Group's Vanguard Energy ETF position peaked at $122K in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.